Vital Stone Financial, LLC Incresed Positions in Q3 2024

Vital Stone Financial, LLC

  • $141 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DIG
Proshares Ultra Oil & Gas

ETFs
1.35K
+ 54.57%
$35.28 - $44.12 $47.8K - $59.7K
3.84K $147K
IWF
Ishares Russell 1000 Gr ETF

ETFs
61
+ 3.93%
$332.02 - $382.76 $20.3K - $23.3K
1.61K $605K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
522
+ 178.77%
$61.47 - $67.36 $32.1K - $35.2K
814 $54K
RDVY
First Trust Rising Dividend Ac

ETFs
142
+ 2.26%
$53.68 - $59.24 $7.62K - $8.41K
6.43K $380K
PLTR
Palantir Technologies Inc.

Technology
6
+ 0.28%
$24.09 - $37.95 $145 - $228
2.14K $79K
SOXX
Ishares Semiconductor ETF

ETFs
116
+ 44.96%
$199.29 - $265.49 $23.1K - $30.8K
374 $86K
SHW
Sherwin Williams CO

Basic Materials
35
+ 31.82%
$294.65 - $384.0 $10.3K - $13.4K
145 $55K
VBR
Vanguard Small Cap Value ETF

ETFs
9
+ 0.82%
$179.99 - $201.6 $1.62K - $1.81K
1.11K $222K
IBM
International Business Machines Corp

Technology
3
+ 0.7%
$175.1 - $223.38 $525 - $670
433 $95K
IWY
Ishares Tr Russell 200 Growth

ETFs
83
+ 78.3%
$194.66 - $225.97 $16.2K - $18.8K
189 $41K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
76
+ 400.0%
$201.42 - $273.98 $15.3K - $20.8K
95 $22K
NKE
Nike, Inc.

Consumer Cyclical
150
+ 52.63%
$71.09 - $89.44 $10.7K - $13.4K
435 $38K
XLG
Invesco Exchange Traded Fd Tr

ETFs
260
+ 10.7%
$42.54 - $47.97 $11.1K - $12.5K
2.69K $127K
RSP
Invesco S&P 500 Equal Weight E

ETFs
74
+ 45.96%
$162.83 - $179.16 $12K - $13.3K
235 $42K
HD
Home Depot, Inc.

Consumer Cyclical
2
+ 0.99%
$333.64 - $405.2 $667 - $810
204 $82K
VONG
Vanguard Russell 1000 Growth E

ETFs
107
+ 12.12%
$85.48 - $98.39 $9.15K - $10.5K
990 $95K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
34
+ 1.94%
$96.25 - $101.98 $3.27K - $3.47K
1.78K $180K
IXN
Ishares Global Information Tec

ETFs
224
+ 0.88%
$73.0 - $87.81 $16.4K - $19.7K
25.7K $2.12M
CSCO
Cisco Systems, Inc.

Technology
14
+ 0.87%
$44.74 - $53.22 $626 - $745
1.62K $86K
HYG
Ishares Tr

ETFs
111
+ 925.0%
$76.72 - $80.36 $8.52K - $8.92K
123 $9K
FXO
First Tr Exchange Traded Fd Fi

ETFs
24
+ 1.42%
$45.78 - $51.72 $1.1K - $1.24K
1.71K $87K
PM
Philip Morris International Inc.

Consumer Defensive
5
+ 1.18%
$101.25 - $127.45 $506 - $637
430 $52K
XLK
Technology Sector Spdr

ETFs
40
+ 5.59%
$197.34 - $237.68 $7.89K - $9.51K
755 $170K
VBK
Vanguard Small Cap Growth ETF

ETFs
20
+ 8.93%
$240.48 - $267.94 $4.81K - $5.36K
244 $65K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
94
+ 14.87%
$50.02 - $54.5 $4.7K - $5.12K
726 $39K
VNQ
Vanguard Specialized Funds Van

ETFs
21
+ 6.33%
$82.97 - $98.97 $1.74K - $2.08K
353 $34K
EMLP
First Tr Exchange Traded Iv

ETFs
11
+ 0.63%
$30.38 - $34.0 $334 - $374
1.77K $59K
ABBV
Abb Vie Inc.

Healthcare
2
+ 0.85%
$163.84 - $199.33 $328 - $399
236 $46K
PEG
Public Service Enterprise Group Inc

Utilities
2
+ 0.64%
$73.58 - $89.21 $147 - $178
314 $28K
PSI
Invesco Exchange Traded Fd Tr

ETFs
105
+ 114.13%
$49.13 - $66.72 $5.16K - $7.01K
197 $11K
GILD
Gilead Sciences, Inc.

Healthcare
3
+ 1.04%
$66.59 - $83.99 $200 - $252
291 $24K
JNJ
Johnson & Johnson

Healthcare
2
+ 0.67%
$145.48 - $167.38 $291 - $335
302 $48K
MMTM
Spdr Ser Tr S&P 1500 Momentum

ETFs
1
+ 0.24%
$223.74 - $251.93 $224 - $252
423 $106K
SKYY
First Trust Cloud Computing Et

ETFs
16
+ 5.33%
$86.45 - $102.48 $1.38K - $1.64K
316 $32K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
6
+ 0.44%
$76.94 - $79.54 $462 - $477
1.36K $108K
VGLT
Vanguard Long Term Treasury Et

ETFs
7
+ 0.99%
$56.52 - $63.23 $396 - $443
715 $44K
VGT
Vanguard Information Technolog

ETFs
6
+ 19.35%
$514.43 - $606.85 $3.09K - $3.64K
37 $21K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
23
+ 11.11%
$97.19 - $109.09 $2.24K - $2.51K
230 $24K
IWM
Ishares Russell 2000 ETF

ETFs
3
+ 1.4%
$200.87 - $224.6 $603 - $674
217 $47K
KO
Coca Cola CO

Consumer Defensive
4
+ 0.79%
$62.69 - $73.01 $251 - $292
509 $36K
PG
Procter & Gamble CO

Consumer Defensive
3
+ 0.77%
$160.76 - $177.82 $482 - $533
394 $68K
MDLZ
Mondelez International, Inc.

Consumer Defensive
3
+ 0.69%
$64.35 - $75.71 $193 - $227
436 $32K
USFR
Wisdomtree Floating Rate Treas

ETFs
85
+ 2.06%
$50.2 - $50.48 $4.27K - $4.29K
4.21K $211K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
16
+ 3.18%
$53.41 - $57.9 $855 - $926
519 $30K
FDLO
Fidelity Covington Tr Low Vola

ETFs
27
+ 7.5%
$56.38 - $61.35 $1.52K - $1.66K
387 $23K
FTCS
First Trust Capital Strength E

ETFs
16
+ 4.97%
$83.58 - $90.94 $1.34K - $1.46K
338 $30K
MO
Altria Group, Inc.

Consumer Defensive
9
+ 2.35%
$45.95 - $54.71 $414 - $492
392 $20K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
7
+ 1.23%
$74.85 - $82.2 $524 - $575
578 $46K
PAVE
Global X Fds Us Infrastructure

ETFs
11
+ 1.83%
$36.39 - $41.16 $400 - $453
611 $25K
Activity Summary
Buys All Purchases 205 New Holdings 73 Increased Positions 132 Sells All Sells 118 Reductions 117 Sold out 1 Options Calls 0 Puts 0
Track This Portfolio

Track Vital Stone Financial, LLC Portfolio

Follow Vital Stone Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vital Stone Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vital Stone Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email